Transition of referral clients expected to be completed in the fourth quarter
New affiliate to provide U.S. firm’s complete offering to the Canadian investment community
RBC Dexia being rebranded RBC Investor Services
RBC Dexia in second spot
New mandate has a total value of $40 billion
The establishment of Fidelity Clearing Canada means there are now four major players — and another has plans to join the game
Deal covers 22 mutual funds with $15.6 billion in assets
Annual survey solicits feedback from global financial institutions
Marret Asset Management Inc. has appointed CIBC Mellon Global Securities Services Company to provide global custody, unitholder recordkeeping and fund accounting for its closed-end and pooled funds.Marret Asset Management, a credit fixed income manager, advises on more than $3 billion in high-yield and investment-grade corporate debt assets for institutional and mutual fund clients.“We’re confident that […]
Financial services software firm broadening Canadian offering